VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 741 filers reported holding VANGUARD CHARLOTTE FDS in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $372,412 | -2.6% | 7,786 | -0.5% | 0.19% | -0.5% |
| Q2 2023 | $382,389 | -5.3% | 7,823 | -5.3% | 0.19% | -4.5% |
| Q1 2023 | $403,961 | +4.1% | 8,258 | +0.9% | 0.20% | -1.0% |
| Q4 2022 | $388,042 | +0.8% | 8,181 | +1.5% | 0.20% | -10.2% |
| Q3 2022 | $385,000 | -9.0% | 8,064 | -5.6% | 0.22% | -6.6% |
| Q2 2022 | $423,000 | -23.1% | 8,539 | -18.6% | 0.24% | -19.1% |
| Q1 2022 | $550,000 | -7.7% | 10,496 | -2.8% | 0.30% | -51.2% |
| Q4 2021 | $596,000 | – | 10,801 | – | 0.61% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Rappaport Reiches Capital Management, LLC | 413,482 | $23,609,648 | 24.84% |
| ECLECTIC ASSOCIATES INC /ADV | 553,424 | $31,600,000 | 23.73% |
| Sensible Financial Planning & Management, LLC. | 1,213,076 | $69,267,000 | 23.39% |
| Summit Wealth Group, LLC | 235,937 | $13,472,000 | 20.01% |
| Wilshire Advisors LLC | 92,227 | $5,266,000 | 13.47% |
| ASSET PLANNING CORPORATION | 240,232 | $13,717,000 | 13.36% |
| ADE, LLC | 214,867 | $12,269,000 | 11.17% |
| Brickley Wealth Management | 718,723 | $41,039,000 | 10.37% |
| Ally Invest Advisors Inc. | 1,309,814 | $74,790,000 | 10.34% |
| Blue Barn Wealth, LLC | 175,841 | $10,041,000 | 10.30% |